BLK vs SCHD
Comparison between BlackRock Finance Inc (BLK, Company) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSCHD has outperformed BLK, delivering a return of +8.3% compared to +4.7%
BLK vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
Winner
BLK
$166B
SCHD
$91B
Expense Ratio
BLK
N/A
SCHD
0.06%
Max Drawdown
BLK
60.75%
Winner
SCHD
33.37%
Sharpe Ratio
BLK
0.10
Winner
SCHD
1.95
5Y Beta
BLK
1.09
Winner
SCHD
0.54
Industry
BLK
Asset Management
SCHD
N/A
P/E Ratio
BLK
26.54
Winner
SCHD
18.51
Forward P/E
BLK
18.69
Winner
SCHD
14.94
PEG Ratio
BLK
1.36
Winner
SCHD
0.96
Dividend Yield
BLK
2.10%
SCHD
N/A
5Y Dividends CAGR
Winner
BLK
12.08%
SCHD
9.11%
5Y EPS CAGR
BLK
N/A
SCHD
7.28%
Debt to Equity
Winner
BLK
22.49%
SCHD
55.15%
Free Cash Flow Yield
BLK
2.21%
SCHD
N/A
P/S Ratio
BLK
6.48
Winner
SCHD
1.87
P/B Ratio
Winner
BLK
2.93
SCHD
3.86
BLK vs SCHD - Historical Returns
Returns include dividend reinvestment.
1M
BLK
-5.05%
Winner
SCHD
+1.92%
3M
BLK
-3.20%
Winner
SCHD
+4.20%
6M
BLK
-6.55%
Winner
SCHD
+18.73%
1Y
BLK
+2.65%
Winner
SCHD
+27.89%
5Y(CAGR)
BLK
+4.74%
Winner
SCHD
+8.32%
10Y(CAGR)
Winner
BLK
+13.36%
SCHD
+12.70%
Max(CAGR)
Winner
BLK
+19.48%
SCHD
+13.21%
BLK vs SCHD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BLK | SCHD |
|---|---|---|
| 2026 | -7.66% | +17.46% |
| 2025 | +7.36% | +4.56% |
| 2024 | +31.12% | +10.86% |
| 2023 | +17.31% | +4.71% |
| 2022 | -20.04% | -3.21% |
| 2021 | +31.37% | +31.74% |
| 2020 | +45.38% | +14.78% |
| 2019 | +32.98% | +27.28% |
| 2018 | -20.86% | -5.85% |
| 2017 | +36.07% | +20.20% |
| 2016 | +17.18% | +17.78% |
| 2015 | -2.11% | -0.21% |
| 2014 | +17.06% | +12.79% |
| 2013 | +52.52% | +30.09% |
| 2012 | +17.83% | +10.39% |
| 2011 | -3.41% | +5.31% |
| 2010 | -18.21% | N/A |
| 2009 | +70.36% | N/A |
| 2008 | -36.54% | N/A |
| 2007 | +42.09% | N/A |
| 2006 | +41.07% | N/A |
| 2005 | +45.17% | N/A |
| 2004 | +45.22% | N/A |
| 2003 | +33.04% | N/A |
| 2002 | -4.65% | N/A |
| 2001 | +4.25% | N/A |
| 2000 | +152.71% | N/A |
| 1999 | +16.54% | N/A |
BLK vs SCHD Drawdown Comparison
The maximum drawdown for BLK was -60.32%, occurring on Mar 3, 2009. Recovery took 297 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current BLK drawdown is -16.28%. The current SCHD drawdown is -1.61%.
| Rank | BLK | SCHD |
|---|---|---|
| #1 | -60.32% Aug 11, 2008 - Oct 14, 2009 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -43.88% Nov 12, 2021 - Sep 17, 2024 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -42.39% Feb 12, 2020 - Jul 15, 2020 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -41.95% Jan 11, 2010 - Jan 15, 2013 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -37.47% Jan 22, 2018 - Feb 11, 2020 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -33.01% Dec 8, 2000 - Jun 3, 2003 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -27.32% Mar 25, 2008 - Aug 5, 2008 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -23.74% Jan 31, 2025 - Jul 2, 2025 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -23.24% Sep 1, 2000 - Oct 20, 2000 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -22.42% Oct 15, 2025 - Mar 12, 2026 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -21.99% Mar 20, 2015 - Aug 1, 2016 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -21.38% Apr 19, 2006 - Jan 3, 2007 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -21.24% Jan 3, 2008 - Mar 25, 2008 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -20.22% Dec 3, 1999 - Feb 25, 2000 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -20.20% Mar 17, 2000 - Apr 28, 2000 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between BLK and SCHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2003 - 2026)
BLK vs SCHD dividend yield comparison.
| Year | BLK | SCHD |
|---|---|---|
| 2026 | 0.58% | 0.80% |
| 2025 | 1.95% | 3.82% |
| 2024 | 1.99% | 3.64% |
| 2023 | 2.46% | 3.49% |
| 2022 | 2.75% | 3.39% |
| 2021 | 1.80% | 2.78% |
| 2020 | 2.01% | 3.16% |
| 2019 | 2.63% | 2.98% |
| 2018 | 3.08% | 3.06% |
| 2017 | 1.95% | 2.63% |
| 2016 | 2.41% | 2.89% |
| 2015 | 2.56% | 2.97% |
| 2014 | 2.16% | 2.63% |
| 2013 | 2.12% | 2.47% |
| 2012 | 2.90% | 2.86% |
| 2011 | 3.09% | 0.47% |
| 2010 | 2.10% | 0.00% |
| 2009 | 1.34% | 0.00% |
| 2008 | 2.33% | 0.00% |
| 2007 | 1.24% | 0.00% |
| 2006 | 1.11% | 0.00% |
| 2005 | 1.11% | 0.00% |
| 2004 | 1.29% | 0.00% |
| 2003 | 0.75% | 0.00% |
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